Translating Awareness into Action

Sponsored by Prudential

ABOUT THIS REPORT

In this fifth annual survey, conducted in collaboration with Prudential, CFO Research explores trends in the evolution of retirement and benefits strategies among finance executives at midsize and large U.S. companies with defined benefits (DB) plans with $250 million or more in assets. The 2014 survey finds that finance executives are closely examining a variety of solutions that can help them enhance benefits offerings while still allowing them to manage the financial risk of the programs. This year, the survey focused on finance executives' increasing interest in pension de-risking strategies, following improvements both in companies' financial performance and in funded status. We also explored the different options that companies are considering to enhance defined contribution (DC) plans, as well as to achieve a better balance in other employee benefits offerings.